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Liberty One Investment Management’s McKesson MCK Stock Holding History

Liberty One Investment Management’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.6M Sell
28,581
-729
-2% -$578K 2.16% 19
2026
Q1 		$25.4M Buy
29,310
+3,056
+12% +$2.73M 2.61% 12
2025
Q4 		$21.5M Sell
26,254
-39,442
-60% -$32.2M 2.75% 15
2025
Q3 		$50.8M Buy
+65,696
New +$46.3M 2.85% 21

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Liberty One Investment Management's MCK Position: Q2 2026 in Review

Liberty One Investment Management reduced its McKesson (MCK) stake by 2.5% in Q2 2026, selling an estimated $578K and leaving 28,581 shares worth $21.6M. The position accounts for 2.16% of the portfolio, ranked #19.

Liberty One Investment Management first reported a position in MCK in Q3 2025 and has held it in 4 quarters since. The position peaked at $50.8M in Q3 2025. 2,017 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Liberty One Investment Management held 28,581 shares of McKesson worth $21.6M as of Q2 2026.
  • Liberty One Investment Management sold 729 McKesson shares in Q2 2026, an estimated $578K.
  • McKesson made up 2.16% of Liberty One Investment Management's portfolio in Q2 2026, its #19 holding.
  • Liberty One Investment Management first reported a position in McKesson in Q3 2025 and has held it in 4 quarters since.
  • Liberty One Investment Management's McKesson position peaked at $50.8M in Q3 2025.
  • 2,017 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.